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Connected Devices And Semiconductors Will Drive Future Prospects Despite Risks

Published
14 Sep 24
Updated
03 Sep 25
AnalystConsensusTarget's Fair Value
US$20.67
24.0% undervalued intrinsic discount
10 Sep
US$15.71
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1Y
32.2%
7D
-9.1%

Author's Valuation

US$20.6724.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on03 Sep 25
Fair value Increased 19%

Analysts have raised Adeia’s price target from $17.33 to $20.67, citing accelerating recurring sales, expanding semiconductor opportunities fueled by data center and AI adoption, and confidence in the company’s robust, scalable licensing model. Analyst Commentary Recurring sales acceleration expected as over-the-top and next-generation semi-hybrid bonding solutions are licensed and commercialized.

Shared on01 May 25
Fair value Decreased 6.05%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 0.99%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 5.17%

AnalystConsensusTarget has decreased revenue growth from 13.9% to 6.0%, decreased profit margin from 67.5% to 21.2% and increased future PE multiple from 6.9x to 25.4x.